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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Tandem Investment Advisors Inc (swap one in):+ Stoker Ostler, A Part of Bmo Financial Group $3.67B · Scottsdale, AZ+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Northeast Investment Management Inc $3.27B · Boston, MA+ Pfg Advisors $3.26B · Phoenix, AZ
Charleston, SC
Charleston, SC
Fort Lauderdale, FL
Assets under management$3.45B$4.02B$3.63B
Asset growth, last 2 years+7%−10%+39%
Advisory staff4620
Individual clients10,230392,864
Assets per client$337K$103M$1.3M
Clients per advisor2,5587143
Main custodianRaymond JamesSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–1–
People on Advicer.bio12418

From each firm's latest Form ADV (Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolTandem Investment Advisors IncPermcap Investment OfficeProvenance Wealth Advisors
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Tandem Investment Advisors Inc: Raymond James, Truist Investment Services, Inc. · Permcap Investment Office: Schwab, Pershing · Provenance Wealth Advisors: Raymond James, Empower